Dan Chory, CFP®, currently serves as a Private Wealth Service Advisor II at Strategic View Advisors since August 2022. With a diverse background in finance and property management, Dan has worked as a Property Management & Financial Planning Assistant at Cycad Management LLC since February 2019, where responsibilities include managing luxury rentals and financial performance analysis. Prior roles include Real Estate Specialist at Douglas Elliman Real Estate and Strategist for Kia Brand Strategy at Canvas Worldwide, where Dan contributed to integrated media strategies and budget management. Dan holds a Certification in Financial Planning from Pepperdine University and a Bachelor of Science in Resource Economics from the Isenberg School of Management, UMass Amherst.
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